Call us: 01202 332333
Email us: info@heritageinvestments.co.uk

Estate planning

What are the best ways to manage and or reduce the size of your estate? When and how should you pass money on to loved ones? How much can you afford to pass on while ensuring you have enough to pay for potential increases in the cost of living, such as care fees?

Sometimes involving chartered accountants and or solicitors, and often in conjunction with pension, investment and or tax planning, we use the most suitable estate planning strategies, including trusts and tax efficient products to ensure your estate is managed in line with your requirements.

The Financial Conduct Authority does not regulate estate planning.

Get in touch